"Planned giving is at a crossroads. While most of us use techniques that have historically served us well, some forward-thinking nonprofits have moved on to new paradigms and are enjoying greater success. Key among the new practices is the one-on-one legacy ask, made primarily through existing relationships"...Greg Lassonde

Comparing the new paradigm to the old you will notice two simple but very effective differences:

  • Combining the strengths of Digital, Direct Mail and Phone identifies many orders of magnitude more “interested” prospects than traditional Direct Mail and newsletters.
  • Pre-qualifying and scheduling qualified high priority prospects allows your Gift Officers to focus on defining and closing gifts; increasing their close rate three-fold.

Three times the sales with the same staff!